# Northstar Capital

> Northstar Capital is an SEC-registered investment advisory firm in Minneapolis, MN, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 158003
- Filed as: NORTHSTAR CAPITAL
- Legal name: Northstar Company, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Minneapolis, MN
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158003
- AdvisorCensus page: https://advisorcensus.com/firm/northstar-capital-minneapolis-mn-158003

## Quick answers

**How is Northstar Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Northstar Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Northstar Capital located?**
Northstar Capital's principal office is in Minneapolis, MN, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Northstar Capital registered with the SEC or a state?**
Northstar Capital is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158003.

**How much does Northstar Capital manage?**
Northstar Capital reports $1,020,847,285 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**How have Northstar Capital's assets and staff changed since 2021?**
In the Form ADV data for Northstar Capital: Regulatory assets under management: $939,048,791 in the October 2021 data and $1,020,847,285 in the October 2026 data, up 9%. Total employees: 14 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Northstar Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Northstar Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158003

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,020,847,285
- Discretionary: $1,020,459,771
- Non-discretionary: $387,514

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $1,020,847,285 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 17 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, ND
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Fargo, ND

### Websites listed on Form ADV (Item 1.I)
- northstarcapital.com
- LinkedIn @130656

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $939,048,791 | 14 | April 21, 2021 |
| October 2022 | $837,264,420 | 14 | April 28, 2022 |
| October 2023 | $803,686,080 | 15 | April 27, 2023 |
| October 2024 | $917,326,636 | 16 | April 4, 2024 |
| October 2025 | $1,106,716,257 | 16 | June 20, 2025 |
| October 2026 | $1,020,847,285 | 17 | September 30, 2026 |

Regulatory assets under management: $939,048,791 in the October 2021 data and $1,020,847,285 in the October 2026 data, up 9%.
Total employees: 14 in October 2021 and 17 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northstar Capital (CRD 158003): Form ADV filing data as of October 2026.